2023-11-15T09:22:48-06:00 2022-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-01-01 270112979 ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES STDA 5128796600 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 CARA ABAZARI PRESIDENT 5128796600 2023-11-15 1 CARA ABAZARI XXX-XX-XXXX 0 SCOTT THOMPSETT P00741490 2125990100 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARA ABAZARI 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 3255011 0 X WWW.STDAVIDSFOUNDATION.ORG X 2004 TX PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND (SEE SCHEDULE O)AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS. 2 0 7 0 0 0 0 0 1122031 0 4011 908328 1816134 2346683 2942176 3255011 0 0 0 0 512505 699279 0 0 377426 1891601 2406448 2404106 3105727 538070 149284 27867184 28137455 426942 547929 27440242 27589526 INITIATIVES SUPPORTS ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND, AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS. 0 0 407421 0 0 INITIATIVES PROVIDES SUPPORT FOR THE SCHOLARSHIP PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM PROVIDES NEEDS-BASED COLLEGE SCHOLARSHIPS FOR STUDENTS PURSUING HEALTHCARE CAREERS IN TEXAS. 253920 0 0 INITIATIVES PROVIDES SUPPORT FOR THE AGING WELL PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM IS A PHILANTHROPIC AND VOLUNTEER INITIATIVE BRINGING TOGETHER INDIVIDUALS AND COMMUNITY PARTNERS TO RAISE AWARENESS ABOUT ISSUES FACING OLDER ADULTS AND THEIR CAREGIVERS. 0 0 0 INITIATIVES OWNS THE BUILDING THAT HOUSES ALL OF ITS RELATED ORGANIZATIONS AND LEASES SPACE TO SUCH ORGANIZATIONS. EXPENSES TO OPERATE THE BUILDING HAVE BEEN CODED TO MANAGEMENT AND GENERAL IN PART IX SO THEY HAVE NOT BEEN INCLUDED ABOVE. 661341 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 18 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X AMY VAUGHAN 5128796600 1303 SAN ANTONIO STREET SUITE 500 AUSTIN TX 78701 CARA ABAZARI PRESIDENT 39.00 1.00 X X 201087 0 41010 TAYLOR GUTIERREZ SECRETARY 10.00 30.00 X X 85768 0 25449 286855 0 66459 1 0 1 0 LAYTON B WILSON COMPANY 1303 ANTONIO STREET SUITE 710 AUSTIN TX 78701 PROPERTY MANAGER 146783 1 908328 908328 2346683 0 2346683 2346683 2346683 3255011 0 0 3255011 286855 163615 123240 273888 193367 6693 73828 10873 6922 130 3821 92103 58497 1314 32292 35560 22854 518 12188 3545 3545 23000 23000 1104 1104 193194 193194 30466 64 7089 23313 647226 647226 5941 5941 660042 660042 34598 34598 SUPPORT SERVICES 481153 481153 AGING WELL PROGRAM 134460 134460 TOAST OF THE TOWN SUP. 107558 107558 SCHOLARSHIP PROG SUP. 77274 77274 6887 4288 1413 1186 3105727 661341 2066960 377426 6845304 9137775 38538 29976 46975 62253 22444329 5508831 17595541 16935498 3340826 1971953 27867184 28137455 347597 539346 79345 8583 426942 547929 X 27440242 27589526 27440242 27589526 27867184 28137455 149284 0 X X 0 1 X 0 0 X X X 3 SDF COMMUNITY FUND 742898888 7 1 1463397 0 ST DAVID'S FOUNDATION 741356589 3 1 0 0 SDCHF HOLDINGS 742206098 7 1 0 0 3 1463397 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3703371 3703371 15194286 2866718 12327568 3546672 2642113 904559 16935498 ST. DAVID'S FOUNDATION IMPACT FUND, LP 1919737 C ST. DAVID'S FOUNDATION IMPACT FUND GP, LLC 52216 C 1971953 DUE TO AFFILIATE 8583 8583 X PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 0 0 0 0 0 0 0 0 0 CARA ABAZARI PRESIDENT 201087 0 0 0 0 0 12035 0 28975 0 242097 0 0 0 PART I, LINE 3 THE ST. DAVID'S FOUNDATION COMPENSATION COMMITTEE COMMISSIONS A REPORT FROM AN INDEPENDENT COMPENSATION EXPERT COVERING ALL EXECUTIVES AND HIGHLY COMPENSATED EMPLOYEES OF THE FOUNDATION AND RELATED TAX EXEMPT ENTITIES. FOR 2022 COMPENSATION, EDWARD BURGER, IN HIS POSITION AS CEO OF ST. DAVID'S FOUNDATION, REVIEWED THE COMPARABLE DATA FROM THE REPORT AND MADE RECOMMENDATIONS TO THE BOARD OF ST. DAVID'S FOUNDATION COMMUNITY FUND REGARDING EXECUTIVE COMPENSATION FOR OFFICERS OF THE REPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO ITS BYLAWS, INITIATIVE'S SOLE CORPORATE MEMBER IS THE ST. DAVID'S FOUNDATION COMMUNITY FUND. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO ITS BYLAWS, THE ORGANIZATION'S SOLE CORPORATE MEMBER, ST. DAVID'S FOUNDATION COMMUNITY FUND, IS RESERVED THE SOLE AUTHORITY TO APPOINT AND/OR REMOVE ALL POSITIONS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO INITIATIVES BYLAWS, CERTAIN POWERS AND RESPONSIBILITIES ARE RESERVED TO THE SOLE CORPORATE MEMBER, ST. DAVID'S FOUNDATION COMMUNITY FUND. THE LIMITED ACTIONS, EACH OF WHICH MAY BE TAKEN ONLY WITH PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, ARE AS FOLLOWS: 1) AMENDMENT OR RESTATEMENT OF THE ORGANIZATION'S ARTICLES OF INCORPORATION OR BYLAWS; 2) MERGER, CONSOLIDATION, OR DISSOLUTION OF THE ORGANIZATION OR ESTABLISHMENT OF ANY SUBSIDIARY OF THE ORGANIZATION; 3) SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; 4) SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE OR MORTGAGE OF ANY REAL PROPERTY IN WHICH THE ORGANIZATION HAS AN INTEREST; 5) SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE OR MORTGAGE OF ANY PERSONAL PROPERTY IN WHICH THE ORGANIZATION HAS AN INTEREST WITH A FAIR MARKET VALUE EXCEEDING $250,000; 6) ACQUISITION OR PURCHASE OF ANY REAL OR PERSONAL PROPERTY FOR CONSIDERATION WITH A FAIR MARKET VALUE EXCEEDING $250,000, UNLESS SUCH ACQUISITION WAS PREVIOUSLY BUDGETED; 7) EXECUTION AND DELIVERY OF ANY CONTRACT WHICH REQUIRES THE EXPENDITURE OF THE ORGANIZATION OF MORE THAN $250,000 UNLESS SUCH EXPENDITURE WAS PREVIOUSLY BUDGETED; 8) ADOPTION OF THE ANNUAL BUDGET OF THE ORGANIZATION; 9) ESTABLISHMENT OF OR AMENDMENT TO ARTICLES OF INCORPORATION OR BYLAWS OF ANY LEGAL ENTITY IN WHICH THE ORGANIZATION IS A PARTNER, PARTICIPANT, JOINT VENTURER, CONTROLLING SHAREHOLDER, OR SOLE MEMBER, AND SUBSIDIARY THEREOF; 10) GUARANTEE OF ANY DEBT OF THE ORGANIZATION; 11) SELECTION OF THE INDEPENDENT ACCOUNTANT FOR THE ORGANIZATION'S ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 11B INITIATIVES' FORM 990 IS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ST. DAVID'S FOUNDATION FINANCE DEPARTMENT. THE ST. DAVID'S FOUNDATION'S TAX AND AUDIT COMMITTEE PERFORMS A COMPREHENSIVE REVIEW OF DRAFT OF THE FORM 990 PRIOR TO IT BEING FINALIZED AND APPROVED. A COPY OF THE FORM 990 IS THEN PRESENTED TO THE ST. DAVID'S FOUNDATION BOARD OF TRUSTEES, WHO APPROVE THE FORM 990 FOR SUBMISSION TO THE INITIATIVES' BOARD OF DIRECTORS. THE FORM 990 IS THEN SHARED WITH THE INITIATIVES' BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT, AFTER WHICH TIME THE FORM 990 IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE REPORTING ORGANIZATION ANNUALLY VERIFIES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. THE INDIVIDUALS COVERED BY THIS POLICY INCLUDE THE OFFICERS AND DIRECTORS. THE PERSONS COVERED BY THIS POLICY ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FOR EACH INTEREST DISCLOSED, DETERMINATION WILL BE MADE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES, A RELATED ORGANIZATION (ST. DAVID'S FOUNDATION COMMUNITY FUND), USED THE REPORT OF AN INDEPENDENT CONSULTANT. THE LATEST COMPENSATION REPORT WAS COMPLETED IN 2022 WITHOUT PARTICIPATION OF THE OFFICER, DIRECTOR OR OTHER TOP MANAGEMENT OFFICIAL UNDER CONSIDERATION. THIS PROCESS WAS UNDERTAKEN TO DETERMINE THE COMPENSATION OF THE PRESIDENT, CARA ABAZARI. FORM 990, PART VI, SECTION C, LINE 19 INITIATIVES' GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: INITIATIVES RELIED UPON THE AUDIT COMMITTEE OF ST. DAVID'S FOUNDATION TO OVERSEE THE AUDIT PROCESS FOR THE CONSOLIDATED FINANCIAL STATEMENTS. ST DAVID'S FOUNDATION 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 741356589 FUNDS GRANTS & PROGRAMS THAT IMPACT COMMUNITY HEALTH IN CENTRAL TEXAS TX 501(C)(3) LINE 3 NONE 0 ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 742206098 HOLDING COMPANY TX 501(C)(3) LINE 7 ST DAVID'S FOUNDATION 0 ST DAVID'S FOUNDATION COMMUNITY FUND 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 742898888 PROVIDES NEEDS-BASED SCHOLARSHIPS AND CONTROLS MEDICAL FACILITIES TX 501(C)(3) LINE 7 ST DAVID'S FOUNDATION 0 ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 742781812 OWNS & OPERATES 4 HOSPITALS IN CENTRAL TEXAS TX N/A 0 0 BAILEY SQUARE AMBULATORY SURGICAL CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN TX 78701 752467365 AMBULATORY SURGERY CENTER TX N/A 0 0 SOUTH AUSTIN SURGERY CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN TX 78701 621775267 AMBULATORY SURGERY CENTER TX N/A 0 0 LEADERSHIP HEALTHCARE HOLDINGS II LP LLP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 341996283 OWNS AN INTEREST IN A RADIOLOGY CENTER TX N/A 0 0 LEADERSHIP HEALTHCARE HOLDINGS LP LLP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 203151012 OWNS MAJORITY INTERESTS IN AMBULATORY SURGERY CENTERS TX N/A 0 0 OAKWOOD SURGERY CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN TX 78701 621641024 AMBULATORY SURGERY CENTER TX N/A 0 0 NORTH AUSTIN SURGERY CENTER LP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 200648730 AMBULATORY SURGERY CENTER TX N/A 0 0 CP SURGERY CENTER LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 800776412 AMBULATORY SURGERY CENTER TX N/A 0 0 MCA-CTMC HOLDINGS LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 800899140 AMBULATORY SURGERY CENTER TX N/A 0 0 SOUTH AUSTIN SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 300924492 AMBULATORY SURGERY CENTER TX N/A 0 0 ST DAVID'S AUSTIN AREA ASC LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 611760247 AMBULATORY SURGERY CENTER TX N/A 0 0 AUSTIN GI SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 301073754 AMBULATORY SURGERY CENTER TX N/A 0 0 CAREOS SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 844484446 AMBULATORY SURGERY CENTER TX N/A 0 0 HEALTH AT HOME HOLDINGS AUSTIN LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 863865064 AMBULATORY SURGERY CENTER TX N/A 0 0 ST DAVID'S FOUNDATION IMPACT FUND LP 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 341996279 OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER TX SDCHF INITIATIVES C 2412893 4978240 1.00000 1 ST DAVID'S FOUNDATION IMPACT FUND GP LLC 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 341996272 OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER TX SDCHF INITIATIVES C 93248 1.00000 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 EQUITY INCOME-SDFIF LP A 802551 BOOK EQUITY INCOME-IMPACT FUND GP F 6576 BOOK ST DAVID'S FOUNDATION L 1136271 BOOK